Ishares Tr msci usavalfct shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $658k | 5.3k | 125.06 |
| 2025-06-30 | $615k | 5.4k | 113.21 |
| 2025-03-31 | $625k | 5.9k | 106.65 |
| 2024-12-31 | $777k | 7.4k | 105.62 |
| 2024-09-30 | $813k | 7.5k | 109.04 |
| 2024-06-30 | $777k | 7.5k | 103.46 |
| 2024-03-31 | $818k | 7.6k | 108.30 |
| 2023-12-31 | $925k | 9.1k | 101.16 |
| 2023-09-30 | $884k | 9.7k | 90.72 |
| 2023-06-30 | $1.1M | 12k | 94.49 |
| 2023-03-31 | $1.2M | 13k | 92.59 |
| 2022-12-31 | $1.7M | 18k | 91.14 |
| 2022-09-30 | $1.4M | 16k | 84.20 |
| 2022-06-30 | $1.7M | 18k | 90.52 |
| 2022-03-31 | $3.5M | 34k | 104.58 |
| 2021-12-31 | $5.5M | 51k | 109.47 |
| 2021-09-30 | $5.0M | 50k | 100.70 |
| 2021-06-30 | $5.2M | 50k | 105.05 |
| 2021-03-31 | $7.6M | 74k | 102.46 |
| 2020-12-31 | $5.8M | 67k | 86.90 |
| 2020-09-30 | $4.5M | 60k | 73.79 |
| 2020-06-30 | $4.1M | 56k | 72.28 |